How do I access XPM?
Log in to Practice Manager
Registered Xero users can access Practice Manager from their Xero account. To open Practice Manager: Log in to Xero using your Xero login email address and password. Click on the organisation name, then select Practice Manager.
How does Xero Practice Manager work?
More about Xero Practice Manager
You can configure tasks in the workflow, job statuses, job categories and job templates. You can also set up custom-branded documents including quotes, invoices, job briefs, tax letters and engagement letters.
How do I link Practice Manager to Xero?
To set up the connection:
- In the Business menu, select Settings.
- Under Connections, click Xero.
- Click Connect to Xero.
- Select your organisation, then click Next to confirm the general settings.
- Under Interface Information, select: ...
- (Optional) Update the remaining settings as appropriate for your practice.
- Click Save.
What is a practice manager in accounting?
Job description
As the Practice Manager / Operations Manager you will be working hand in hand with the Directors and Divisional Head to improve the performance of existing systems and workflows to improve productivity, efficiency and profitability.
What is Xero used for?
What is Xero accounting software? Xero is entirely cloud-based accounting software for small businesses. It performs bookkeeping functions like invoicing and payroll and allows you to connect the program to a live bank feed.
Is Xero easy to learn?
Xero training portal. Xero is essentially a relatively easy software to use, and no one has to spend days to understand it.
How do I open a Xero account?
Sign up with Xero
- Go to the Xero sign up page (Xero website).
- Enter your details, read and agree to the Terms of Use and privacy policy, then click Get started.
- Open the activation email from Xero. ...
- Click Yes, it's me - let's get started.
- Create a password. ...
- Click Activate your account.
Can I download Xero for free?
Start using Xero for free
Access all Xero features for 30 days, then decide which plan best suits your business.